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About the Role
The Project Manager (Client Onboarding) will play a pivotal role in supporting sales and onboarding for GlobeTax’s largest and most complex clients. The role involves non-technical project management – coordinating client onboarding across internal and external stakeholders – to support analysis, sales, and onboarding for some of the world’s leading financial institutions. The ideal candidate combines strong analytical, organizational, and communication skills with a proactive approach to managing complexity and driving clarity across teams. This is an excellent opportunity for a motivated professional who enjoys solving problems, coordinating high-stakes projects, and continuously improving systems that support client success and business growth.
Responsibilities
- Provide end-to-end project management support for onboarding large and complex financial institutions.
- Create and maintain detailed project plans, timelines, and deliverables for all onboarding initiatives; ensure on-time execution.
- Schedule client calls and internal meetings, determining relevant participants, coordinating schedules, and preparing agendas.
- Document and distribute meeting minutes, decisions, and action items; follow up to ensure timely completion.
- Track project progress and prepare status updates and reports for senior management and client stakeholders.
- Identify project risks and proactively escalate issues or bottlenecks to ensure resolution.
- Support continuous improvement of onboarding processes by identifying inefficiencies and proposing scalable solutions.
- Identify opportunities for automation and process improvement to enhance efficiency within onboarding and client servicing workflows.
- Collaborate with internal teams to implement new tools and systems that improve project tracking, business development, and client success.
Requirements
- Bachelor’s degree in Business, Finance, Economics, Operations Management, or a related field.
- 5 years of experience in project management, client onboarding, or business analysis/intelligence, ideally within financial services or a related sector.
- Demonstrated experience managing complex, multi-stakeholder projects from initiation through completion.
- Strong organizational and communication skills with the ability to coordinate across departments and manage multiple priorities.
- Experience with Salesforce or other CRM systems; ability to maintain data quality and generate reports.
- Knowledge of financial markets, investment processes, or withholding tax preferred but not required.
- PMP certification or formal project management training a plus.
- Self-starter who thrives in a fast-paced, collaborative environment and adapts easily to evolving priorities.
- GlobeTax is unable to provide employment sponsorship for this position at this time or in the future.
- The role requires sitting for extended periods of time and the ability to speak and hear.
- Specific vision abilities include close vision for data entry.
- Reasonable accommodations may be made to ensure individuals with disabilities can perform essential functions.
Skills
- Analytical skills
- Organizational skills
- Communication skills
- Project management
- Client onboarding
- Business analysis/intelligence
- Salesforce or other CRM systems
- Financial markets knowledge
- Investment processes knowledge
- Withholding tax knowledge
Location
- New York, NY 10004
- New York City
Work Type
- Hybrid
- Monday - Friday 9:00AM - 5:00PM EST
Experience Level
- Experienced
Education Level
- Bachelor's degree
Salary/Compensations
- $110,000.00 - $120,000.00 Salary/year
About the Company
- GlobeTax is an Equal Employment Opportunity Employer.
Equal Opportunity
- GlobeTax is an Equal Employment Opportunity Employer.